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Personal finance

12175 posts
PPersonal finance
Sars cracks down on dormant trusts: what trustees need to know
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Sars cracks down on dormant trusts: what trustees need to know

  • June 26, 2026
Trustees who have neglected dormant, inactive, or long-forgotten trusts are being urged to review their tax affairs as…
PPersonal finance
Understanding the importance of wills and estate administration in South Africa
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Understanding the importance of wills and estate administration in South Africa

  • June 26, 2026
Deenisha Nadesan|Published 4 hours ago For many South Africans, a will is still a once-off legal document, drafted,…
PPersonal finance
EPFO: Can you withdraw full 100% of your provident fund savings? Here are the rules, conditions and top FAQs explained
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EPFO: Can you withdraw full 100% of your provident fund savings? Here are the rules, conditions and top FAQs explained

  • June 26, 2026
EPFO withdrawal rules explained: Over seven crore subscribers of the Employee Provident Fund Organisation are now allowed to…
PPersonal finance
BLK Logo
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BlackRock Issues Fresh Warning As Three In Four Workers Fear They’ll Have Less Retirement Security Than T

  • June 26, 2026
A BlackRock (NYSE:BLK) survey conducted with research firm Escalent between April 15 and May 16, 2026, among 1,312 workplace…
PPersonal finance
Goodbody buys Belfast‑based Legacy Wealth Management
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Goodbody buys Belfast‑based Legacy Wealth Management

  • June 26, 2026
Goodbody has agreed a deal to buy Belfast‑based private wealth advisory firm Legacy Wealth Management. Legacy Wealth Management,…
PPersonal finance
Federated Hermes’ James Cook: A Contrarian View On Asia ex Japan Equities
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Federated Hermes’ James Cook: A Contrarian View On Asia ex Japan Equities

  • June 26, 2026
At the Hubbis Independent Wealth Management Forum – Singapore 2026, James Cook, Executive Director, Head of Investment Directors…
PPersonal finance
Asking Eric: My sister’s financial mismanagement is becoming my problem
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Asking Eric: My sister’s financial mismanagement is becoming my problem

  • June 26, 2026
Dear Eric: My older sister, with whom I’ve never been close, is in her 80s and highly dysfunctional…
PPersonal finance
A senior man using hiking poles, on a hike on a coastal path along the coastline of Cornwall. He is looking away from the camera at the view.
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How much do you need in a SIPP to target a stunning £750.75 weekly passive income?

  • June 26, 2026
Image source: Getty Images A Self-Invested Personal Pension (SIPP) is a terrific way to build a big pot…
PPersonal finance
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ASIC sues directors of $530 million Shield fund after thousands lost superannuation in collapse

  • June 26, 2026
Australia’s financial watchdog is suing the former directors of Shield Master Fund after its collapse resulted in thousands…
PPersonal finance
Trends Shaping the Next Era of Financial Advice
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Trends Shaping the Next Era of Financial Advice

  • June 26, 2026
This 1-hour webinar (CE credit eligible) will explore the trends, strategies and planning conversations shaping the next era…
PPersonal finance
Makinde, Oyo
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Oyo Pension Scheme: State to Fund 12%, Workers 8%

  • June 26, 2026
The Oyo State government has stated that it will contribute 12 per cent to the Contributory Pension Scheme…
PPersonal finance
Rear view image depicting a senior man in his 70s sitting on a bench leading down to the iconic Seven Sisters cliffs on the coastline of East Sussex, UK. The man is wearing casual clothing - blue denim jeans, a red checked shirt, navy blue gilet. The man is having a rest from hiking and his hiking pole is leaning up against the bench.
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How to target a tax-free passive income of £1,275 a month on top of your State Pension

  • June 26, 2026
Image source: Getty Images The State Pension should form the bedrock of your retirement income. But don’t kid…
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